See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,208 | $39,122-61.1% | $57,179-73.4% | $62,891-75.8% |
| Participation rate | 74.3% | 70.5%+3.8pp | 75.3%-1.1pp | 69.3%+5.0pp |
| Annual return | 84.68% | 9.23%+75.4pp | 14.59%+70.1pp | 20.14%+64.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,830 | $2,374+61.3% | $3,096+23.7% | $3,203+19.6% |
| Admin fee / account holder | $1,385 | $2,592-46.6% | $3,139-55.9% | $4,296-67.8% |